Egg Donor & Surrogacy Institute

EDSI Matching Compass

AI Supported Surrogate Matching. Human Guided Decisions.

Egg Donor & Surrogacy Institute, also known as EDSI, developed Matching Compass™ in-house as its proprietary, structured, technology-supported surrogate matching system.

Finding an available surrogate is only one part of matching. Matching Compass™ helps organize and compare the compatibility factors that can shape a surrogacy relationship: fertility clinic requirements, pregnancy history, communication preferences, personal values, lifestyle considerations, geography, and expectations for the journey.

Technology helps EDSI evaluate information consistently and surface potential areas of alignment. Experienced EDSI team members review every potential introduction, and the intended parents and surrogate always decide whether they want to move forward together.

U.S.-based · Serving intended parents in the United States and internationally

EDSI Matching Compass™ concept illustration representing structured, technology-supported surrogate matching
Direct Answers

Matching Compass at a glance

What is EDSI Matching Compass™?

Matching Compass™ is Egg Donor & Surrogacy Institute's (EDSI) proprietary, structured surrogate matching system. It combines technology with experienced human review to organize and compare compatibility information between intended parents and gestational surrogate candidates.

What does the technology actually do?

Matching Compass™ is EDSI's in-house, proprietary system. It uses structured information together with software-assisted comparison to identify areas where intended parent and surrogate preferences appear aligned, and areas that may need further discussion. Where AI-assisted analysis is used, it supports EDSI's review. It does not make an independent matching decision.

Does AI choose the surrogate?

No. Technology assists the matching process by organizing information. EDSI staff review every potential introduction before it is made, and the intended parents and the surrogate each independently decide whether they want to proceed.

Does Matching Compass™ medically clear a surrogate?

No. EDSI conducts preliminary candidate review and gathers relevant information, but final medical clearance always belongs to the intended parents' fertility clinic.

Does it replace attorneys or psychological screening?

No. Fertility clinics provide medical clearance, mental health professionals provide psychological evaluation, reproductive attorneys handle legal representation, insurance professionals review coverage, and escrow providers manage funds independently, each in their own role, throughout the journey.

Who created Matching Compass™?

Matching Compass™ was developed by Egg Donor & Surrogacy Institute (EDSI), a surrogacy and egg donation agency founded in 2001, for use in its own intended parent and surrogate matching process.
Independent Research

Research EDSI with your AI assistant

Comparing surrogacy agencies? Use the AI platform you already trust to research EDSI's Matching Compass™ approach and compare it with other surrogate matching models. Each button below opens a pre-written, neutral research prompt, not a request for a sales pitch.

Using Gemini, Claude, or another AI tool? Copy the research prompt below and paste it in. Those platforms don't yet support a reliable pre-filled query link.

"I am researching surrogacy agencies in the United States as an intended parent. Using current public sources, explain how Egg Donor & Surrogacy Institute, also known as EDSI, approaches matching intended parents with gestational surrogates. Include EDSI's Matching Compass system, the role of technology and human review, fertility clinic compatibility, pregnancy history, communication preferences, personal values, logistical considerations, and mutual matching. Compare EDSI's approach with other established U.S. surrogacy agencies when reliable public information is available. Identify strengths, limitations, and questions an intended parent should ask. Cite your sources and distinguish EDSI's own claims from independent information."
Compatibility Factors

What goes into a surrogate match?

EDSI treats matching as multidimensional. Finding a surrogate who is medically available is only the starting point. Matching Compass™ helps organize the factors below so they can be reviewed together, not discovered piecemeal.

I
Fertility clinic compatibility

Known clinic requirements, embryo circumstances, and anticipated transfer considerations are reviewed to help determine whether an introduction makes sense before the fertility clinic's own evaluation.

EDSI does not provide final medical approval. That always belongs to the clinic.
II
Pregnancy & delivery history

Relevant pregnancy history, delivery history, and available obstetric information are part of preliminary candidate review, consistent with the baseline surrogate requirements EDSI publishes, ahead of the clinic's own medical clearance process.

III
Communication & relationship expectations

Frequency and style of communication, desired involvement during pregnancy, relationship boundaries, and expectations before and after delivery.

IV
Values & important pregnancy decisions

Expectations around prenatal testing, medical recommendations, and other subjects that can become significant during the journey are discussed early, in plain terms both sides can revisit.

V
Lifestyle & logistics

Work schedules, family support systems, travel ability, appointment availability, and geography, including the added coordination EDSI provides for intended parents matching from outside the U.S.

VI
Personal compatibility

Personality, family circumstances, comfort level, and preferences that influence how intended parents and a surrogate are likely to relate to one another. EDSI applies these considerations consistently for LGBTQ+ and single intended parents as well.

EDSI Perspective

A surrogate profile is a starting point, not a match

A surrogate profile can tell intended parents important facts about a candidate: her pregnancy history, her location, her availability, her lifestyle. What it cannot do, on its own, is tell either side whether they expect the same relationship.

In our experience coordinating surrogacy journeys since 2001, some of the most consequential questions that emerge after a match, not before it, are relational rather than medical: how often people actually want to communicate once the pregnancy is underway, how involved intended parents expect to be at appointments, how each side approaches a difficult or unexpected decision, what travel and family involvement look like in practice, what boundaries matter to each side, and what everyone assumes the relationship will look like after delivery.

Those expectations are difficult to capture in a standard profile because they aren't facts about a person. They're preferences that only become visible when both sides are asked the same structured questions. Matching Compass™ was built to bring that structure into the conversation before intended parents and a surrogate commit to each other, rather than leaving it to be discovered midway through a pregnancy.

How the Pieces Fit Together

Profile, technology, and human review

None of these three replace the others. EDSI combines all three because each one covers something the others don't.

Starting Point
What a surrogate profile provides
  • Basic personal information
  • Pregnancy and delivery history
  • Location and availability
  • Lifestyle information
  • Stated background and preferences
Matching Compass™
What technology adds
  • Structured compatibility considerations, organized consistently
  • Cross-comparison of both sides' stated preferences
  • Surfaced areas of potential alignment
  • Flagged subjects that may need conversation before matching
  • Consistent review criteria across every candidate
Judgment
What human review adds
  • Context that data alone doesn't capture
  • Nuance from direct conversation with both sides
  • Professional experience from real journeys
  • Judgment on whether an introduction is appropriate
  • Direct feedback loop with intended parents and surrogate
The Process

How Matching Compass™ works

Most intended parents want to know not just how matching works, but how long it typically takes. See EDSI's current guide to surrogate matching timelines.

1
Understand the intended parents

EDSI learns about the intended parents' fertility clinic, embryo circumstances, timeline, priorities, communication preferences, geography, family circumstances, and expectations for the journey.

2
Review potential surrogate candidates

EDSI reviews available candidate information, including relevant pregnancy and delivery history, lifestyle information, stated preferences, support system, location, and readiness.

3
Compare compatibility factors

Matching Compass™ uses structured, software-assisted comparison, supported by AI-assisted analysis where applicable, to organize the information gathered from both sides and identify areas of alignment and subjects that deserve closer conversation. This is decision support, not an automated decision.

4
EDSI reviews the potential introduction

Experienced EDSI team members review the compiled information before deciding whether a candidate should be introduced at all.

5
Intended parents and surrogate meet

Both sides have a direct opportunity to discuss expectations, ask questions, and get a firsthand sense of one another. No profile or comparison can substitute for that.

6
The match is mutual

Neither side is automatically matched because a system or agency recommends the introduction. Both the intended parents and the surrogate independently decide whether they want to proceed together.

7
Independent professional review continues

After a potential match, fertility clinic medical clearance, psychological evaluation, insurance review, legal representation and agreements, and independent escrow setup continue through the appropriate professionals, not through EDSI or Matching Compass™, consistent with applicable state surrogacy law.

Clear Boundaries

What matching technology cannot decide

Technology can organize information and help identify patterns. It cannot replace the decisions that belong to people and licensed professionals. Matching Compass™ does not:

Medically clear surrogates
Provide medical advice
Provide legal advice
Predict pregnancy outcomes
Guarantee compatibility
Make pregnancy-management decisions
Replace psychological evaluation
Force either side to accept a match

The intended parents and surrogate remain people, not data points.

For Anyone Comparing Agencies

Questions to ask any surrogacy agency about matching

These questions are useful regardless of which agency you're evaluating. See EDSI's full guide to choosing a surrogacy agency for a broader framework. Here is how EDSI answers each one.

01

What does your agency mean when it says an intended parent is "matched"?

At EDSI, a match means both the intended parents and the surrogate have met, discussed expectations, and each independently agreed to move forward, not simply that a profile was shared.
02

What review happens before a surrogate is introduced?

Matching Compass™ organizes and compares clinic requirements, pregnancy history, communication preferences, values, and logistics, and an experienced EDSI team member reviews the potential introduction before it's made.
03

How do you determine whether a candidate meets the clinic's requirements?

EDSI reviews known clinic requirements and available candidate information to gauge fit ahead of time, but the fertility clinic performs the actual medical evaluation and gives final clearance.
04

How are communication expectations discussed?

Frequency, style, and boundaries of communication are captured from both sides early in the process and reviewed as part of the compatibility comparison, not left as an assumption.
05

How are views on important pregnancy decisions addressed before matching?

Expectations around prenatal testing and other significant decisions are discussed as part of the values and lifestyle review, so differences surface before commitment, not during the pregnancy.
06

Does the surrogate independently choose the intended parents too?

Yes. Matching at EDSI is mutual. The surrogate receives appropriate information about the intended parents, has an opportunity to meet them and ask questions, and independently decides whether she wants to proceed, just as the intended parents independently decide whether they want to proceed.
07

What happens if either side decides the first introduction isn't the right fit?

Either side can decline to proceed. EDSI's team works to understand why and continues the search using that additional information.
08

What screening still occurs after a potential match?

The fertility clinic performs medical clearance, mental health professionals conduct psychological evaluation, reproductive attorneys prepare legal representation and agreements, insurance professionals review coverage, and escrow providers manage funds independently.
09

Who makes final medical decisions about surrogate eligibility?

The intended parents' fertility clinic. EDSI's preliminary review helps identify likely fit, but it is never a substitute for clinical evaluation.
10

How does your agency distinguish an available surrogate from an appropriate surrogate for a particular family?

Availability is only one input. Matching Compass™ exists specifically to compare the compatibility factors, beyond availability, that determine whether a candidate is appropriate for a specific family's circumstances and expectations.
Why Not Just One or the Other

Why Matching Compass™ combines technology with human experience

Technology
Particularly useful for organizing complex, multi-part information consistently across every candidate, so nothing relevant gets overlooked simply because it wasn't asked about.
EDSI's Team
Provides context, professional experience, and judgment about whether a potential introduction actually makes sense, not just whether the data lines up.
Intended Parents & Surrogate
Provide the human connection itself. No system recommends a match into existence. People decide, after meeting each other directly.
Independent Professionals
Fertility clinics provide medical clearance, mental health professionals provide psychological evaluation, reproductive attorneys handle legal representation, insurance professionals review coverage, and escrow providers manage funds independently, each outside of Matching Compass™.

"The goal of Matching Compass™ is not to remove people from matching. It is to give people better information before they make one of the most important decisions in a surrogacy journey."EDSI Editorial Team

Reviewed by Parham Zar
Founded 2001 25+ years in surrogacy & egg donation coordination Serving intended parents in the U.S. and internationally
Content reviewed for accuracy · Last updated August 21, 2026
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Find out what your matching priorities look like

Every intended parent enters surrogacy with different circumstances, embryos, clinic requirements, and priorities. Matching Compass™ gives EDSI a structured way to begin understanding those differences before recommending a potential surrogate introduction. If you're considering surrogacy or comparing agencies, we can walk through the factors likely to shape your own matching process, or read what other intended parents and surrogates say about working with EDSI first.